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Dimensional Short-Duration Fixed Income ETF

338 hedge funds and large institutions have $3.28B invested in Dimensional Short-Duration Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 199 increasing their positions, 70 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
Curio Wealth
Maryland
$26.1M
HFA
27
Hippocratic Financial Advisors
California
$25M
SWA
28
Sterling Wealth Advisors
Florida
$24.9M
KSWWM
29
Keyes Stange & Wooten Wealth Management
Florida
$24.1M
GFA
30
Grunden Financial Advisory
Texas
$23.7M
PAS
31
Park Avenue Securities
New York
$21.6M
IA
32
Integrity Alliance
Iowa
$21.2M
GOCP
33
Great Oak Capital Partners
Massachusetts
$20.9M
VWA
34
Valued Wealth Advisors
Utah
$20.4M
Bank of America
35
Bank of America
North Carolina
$20.3M
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$19.7M
JTWM
37
Jackson Thornton Wealth Management
Alabama
$18.7M
SWA
38
Sax Wealth Advisors
New Jersey
$18.7M
LFGO
39
Legacy Financial Group (Oklahoma)
Oklahoma
$18.6M
SF
40
SageOak Financial
Oklahoma
$18M
VP
41
Verisail Partners
Georgia
$17.5M
Renaissance Technologies
42
Renaissance Technologies
New York
$17.4M
SIC
43
SJS Investment Consulting
Ohio
$17.2M
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$16.7M
Osaic Holdings
45
Osaic Holdings
Arizona
$16.7M
NWM
46
Northwest Wealth Management
Iowa
$16.6M
OFA
47
Onyx Financial Advisors
Idaho
$16.6M
DWM
48
David Wealth Management
Virginia
$16.6M
SRCM
49
Signature Resources Capital Management
California
$15.8M
VF
50
Vestment Financial
Minnesota
$15.8M